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Retirement Plan Consultant

Company: Fisher Investments
Location: Columbus
Posted on: September 14, 2019

Job Description:

OverviewThe Opportunity:

The Fisher Investments 401(k) Solutions Group has an amazing opportunity to provide clients with a remarkable solution. We have a very different retirement platform; it is specifically built for small and mid-sized business retirement plans (401k, Profit Sharing, Cash Balance, DB Plans, etc.) and aimed to provide 3(38) full fiduciary coverage, in-person client service & investment guidance, multiple record-keeping & TPA options, and investment flexibility above what is typically offered.

Help smaller plans, who are typically underserviced, by offering a personalized and robust service typically reserved for much larger organizations. The small plan space of $1-10m retirement plans is significant in size and scope, and represents a huge potential for the right candidate to sell in a consultative function working directly with company owners and decision makers. All we need is someone like you, who can appreciate how our platform is better suited to the small plan space than most options. This role requires experience selling in the qualified retirement plans space, selling direct to small plan space sponsors.

The Day-to-Day:



  • Retirement Plan Consultants are provided in-person meetings with plan sponsors set by our 4S internal sales group as well as 4S marketing generated plan sponsor leads for you to contact and set directly.
  • You'll be supported by a dedicated 4S sales success and service department and can believe in the service you sell, because you won't be selling products.
  • You will be providing financial solutions to clients, based on plan sponsor and employee goals and needs.

    Your Qualifications:



    • 5+ years of experience
    • We're looking for someone who is highly competitive, goal oriented, and can sustain high levels of activity (both via phone conversations and in-person meetings).
    • Experience selling qualified plans direct to plan sponsors.
    • An in-depth understanding of the retirement plan space with the ability to articulate the complexities within it.

    • Comfortable and experienced working in a pay for production compensation model.

      Why Fisher Investments:

      Fisher Investments is a different kind of investment firm. We don't come from Wall Street, nor do we believe we fit in with most of the finance industry, and we're proud of that. We work for a bigger purpose: bettering the investment universe. From unmatched service to innovative perspectives on investing, it's the people that make the Fisher purpose possible. After all, it's our people that enable us to offer the level of service that we do. And we invest in them accordingly, offering exceptional benefits like:



      • 100% coverage of premiums for health, vision and dental insurance
      • A 50% 401(k) match, up to the IRS maximum
      • 8 week paid Primary Caregiver Parental Leave
      • And much, much more

        We also provide a cumulative, continuous learning and development framework customized for every employee. This emphasis on personal and professional growth has yielded an award-winning work environment; we're Great Place to Work Certified, and The Oregonian named us as a 2017 and 2018 Top Workplace.

        But in the end, it's not the perks that keep people here. They stay because they believe in our mission of service-our employees want to make a difference in an industry that can do better.

        FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Keywords: Fisher Investments, Columbus , Retirement Plan Consultant, Professions , Columbus, Ohio

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